Ad is loading...
ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$63.41
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
JOHCM Global Select Institutional
Price$10.95
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.3M
ANWPX vs JOGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. JOGIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Buy and JOGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. JOGIX (10.3M). ANWPX pays higher dividends than JOGIX: ANWPX (0.56) vs JOGIX (0.00). ANWPX was incepted earlier than JOGIX: ANWPX (52 years) vs JOGIX (12 years). JOGIX (1.02) is less costly to investors than ANWPX (0.73). JOGIX is a more actively managed with annual turnover of: 86.19 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : 5.73 vs. JOGIX (-19.47). ANWPX return over 5 years is better than : 46.81 vs. JOGIX (-21.91).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 1.02 | 72% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 2.093 | -4.778 | -44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 10.3M | 1,378,641% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 5.73 | -19.47 | -29% |
| Returns for 3 years | 28.47 | -21.83 | -130% |
| Returns for 5 years | 46.81 | -21.91 | -214% |
| Returns for 10 years | 64.55 | -22.17 | -291% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers